Client Relations Team Specialist, Private Risk Management

The Baldwin Group; United States; On-site; USD 65,000 - 90,000; Full time

Job summary

The Baldwin Group is seeking a Client Relations Team Specialist to provide prompt, high-quality service across daily account needs. The role supports coverage inquiries, remarketing accounts, and new business issuance within a collaborative, fast-paced team.

Ideal candidates have 3+ years in personal insurance, strong communication skills, and an active state insurance license. The position emphasizes accuracy and cross-functional teamwork within Private Risk Management.

Qualifications

• 3+ years of experience in personal insurance.
• Familiarity with insurer contracts, guidelines and claims processes.
• Proficiency in MS Word and Excel; ability to learn carrier software.

Responsibilities

• Respond to incoming client service requests for small to large accounts.
• Answer client questions regarding coverage via email and phone.
• Support new business issuance in line with carrier guidelines and firm standards.
• Remarket accounts as needed to align with client needs.

Skills

Insurance knowledge

Excel

Word processing

Written communication

Verbal communication

Multitasking

Initiative

Attention to detail

Education

Insurance license

College degree preferred

Tools

Carrier software

CRM systems

Job description

The Client Relations Team Specialist serves as a dedicated resource to clients, providing prompt, efficient, and high-quality service across all day-to-day account needs. This role manages a broad scope of client service activities — from responding to coverage questions and remarketing accounts to supporting new business — within a collaborative, fast-paced team environment. The CRS role is a recognized career development pathway, with strong performers progressing into advanced roles within the Private Risk Management practice.

Primary Responsibilities

What You'll Do

Client Service & Account Management

• Respond to incoming client service requests for small to large accounts.
• Answer client questions regarding coverage via email and phone.
• Support new business issuance as needed in accordance with carrier guidelines and firm standards.
• Remarket accounts as needed to ensure coverage remains aligned with client needs.

Risk & Coverage Support

• Advise and counsel on risk exposures as questions arise from clients.
• Review inspection reports for accuracy on coverage and potential loss prevention issues; provide direction to resolve claims-related matters.
• Maintain a concern for accuracy and thoroughness in all client, firm, and carrier interactions to minimize errors and omissions exposure.

Carrier & Platform Knowledge

• Cultivate working knowledge of insurance company partners, including contracts, requirements, and system capabilities.
• Understand and introduce the firm's holistic platform as appropriate, including employee benefits, commercial insurance, and asset protection.
• Remain current on industry offerings to accurately respond to client inquiries.

Team & Operational Excellence

• Work collaboratively within a team environment, supporting colleagues and contributing to shared service goals.
• Thrive in a fast-paced, high-volume setting, managing multiple priorities and tasks simultaneously with accuracy and composure.
• Identify opportunities to improve firm processes and bring discrepancies or issues to the attention of appropriate leadership.
• Uphold the firm's behavioral tenets and operate in alignment with Baldwin's corporate culture.

Qualifications

What We're Looking For

Licensing & Education

• Current state insurance license as required by the State Department of Insurance, or ability and willingness to obtain all required licenses within the first 90 days of employment.
• College degree preferred; professional designations (e.g., CPCU, CIC) a plus.

Experience & Skills

• 3+ years of experience in personal insurance, including familiarity with insurance company contracts, guidelines, proprietary insurer systems, and claims.
• Intermediate knowledge of Microsoft Word and Excel; ability to learn firm and carrier software programs.
• Excellent written and verbal communication skills.
• Strong multitasker who thrives in a collaborative, team-oriented environment.
• Takes initiative; contributes as a proactive and determined professional.
• Demonstrates accuracy and reliability in a fast-paced, high-volume environment.

Important Notice

This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.